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Apr 19, 2019

Three keys to achieving 40% more efficiency in commercial lending ops

A recent assessment published by the Mortgage Bankers Association estimates that commercial and multifamily mortgage originations increased to more than $573 billion in 2018.

Apr 17, 2019

How equipped are you to support debt instruments?

This blog will focus on the next steps; how can firms’ operations support debt instruments without incurring unacceptable cost or risk?

Apr 16, 2019

Four considerations when evaluating drug discount card vendors

Drug Discount Card (DDC) marketers offer the uninsured and the underinsured easy access to substantial discounts on prescriptions that can provide immediate relief, but they can’t do it alone.

Apr 15, 2019

Opportunity zones evolving regulations

Under the Opportunity Zone program, investors can defer tax on any prior gains by investing them in a qualified opportunity fund.

Apr 12, 2019

Has this ever happened to you? Case studies in disruptive event management

What happens when your business gets hit by an extraordinary or unexpected event, like a regulatory demand?

Apr 11, 2019

Technology: the M&A Influencer

Mergers and acquisitions (M&A) in the wealth management space is a trend that’s not going away.

Apr 8, 2019

Is your outsourcing strategy stifling your success?

How an asset or wealth manager handles the transition from in-sourcing to outsourcing can make or break their business

Apr 4, 2019

Reporting drives meaningful conversations

It wasn’t  that long ago that notebooks stuffed with dry numbers and tab dividers were the norm for quarterly client reporting .